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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,113 | $54,757-79.7% | $90,300-87.7% | $72,983-84.8% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 0.00% | 30.63%-30.6pp | 78.11%-78.1pp | 81.01%-81.0pp |
| Employer contribution / active EE | $3,812 | $2,092+82.2% | $2,854+33.5% | $2,440+56.2% |
| Participant deferral / active EE | $2,595 | $2,887-10.1% | $3,884-33.2% | $3,608-28.1% |
| Admin fee / account holder | $73 | $3,972-98.2% | $5,353-98.6% | $5,124-98.6% |